Our Team

Leslie Rea, CFP®

Financial Planning Manager

Leslie Rea, CFP<sup>®</sup>

As Financial Planning Manager, Leslie oversees the Financial Planning department and is responsible for advanced financial plan modeling. She brings innovative strategies and solutions tailored to our client’s specific circumstances.

Leslie graduated from Fresno Pacific University in 2013 with a Masters in Business Administration (MBA) and is a Certified Financial Planner™ professional. She currently teaches Estate Planning at CalState Fullerton and is on the Board of the Financial Planning Association of Orange County, where she advocates on behalf of the next generation of Financial Planners. 

Leslie Rea, CFP®

Originally from Marseille, France; Leslie lives in Orange County, California, with her husband JJ and senior pup named Dusty. She enjoys reading, hiking, traveling, and spending quality time with family and friends.

Food: French and Armenian Food
Movie: The Intouchables; The Hobbit
Childhood memory: As a kid, I spent many summers at my grandparent’s castle in the south of France and have wonderful memories. One that often comes to mind is picking and eating figs from the tree in the afternoons.
Sports Team: Olympique de Marseille
Board game: Lords of Waterdeep
Charity: Orange County Rescue Mission and DonorsChoose
Place to Visit: The South of France!
Book: The Psychology of Money by Morgan Housel, Mistborn Trilogy by Brandon Sanderson
Candy: Haribo peach rings
Favorite podcasts: Bigger Pockets Real Estate, Financial Advisor Success, The Ed Mylett Show